CVRD vs ACIO

ACVRD

BACIO

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · ACIO $14,980

Lowest cost0.06%SCHD · $6 on $10k

Most income7.50%CVRD · $750 on $10k

Smallest drop−5.7%CVRD · worst fall in 1Y

Held in common16.5%CVRD and ACIO

CVRD

ACIO

Madison Covered Call ETF · $31MAptus Collared Income Opportunity ETF · $2.3B

+8.7%3 years · per year$12,836 · $15,333+15.3%

[…]5 years · per year[…] · $14,980+8.4%

0.90%Expense ratio$90 · $79 on $10k · lower wins0.79%

7.50%12-mo yield$750 · $40 on $10k0.40%

−5.7%Worst dropSmaller wins−6.6%

9.4%VolatilityLower wins9.9%

3–2CVRD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVRD · ACIO

4.5%AMZN3.9%

3.1%AVGO2.4%

4.7%V2.2%

1.8%GOOG4.6%

Held in common16.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	−1.8%	+6.9%	+10.7%	+8.7%	new	−5.7%	$31M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B
3	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.50%	−1.8%	+6.9%	+10.7%	+8.7%	new	−5.7%	$31M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CVRD vs ACIO

CVRD

Madison Covered Call

[…]

ACIO

Aptus Collared Income Opportunity

$14,980

MeasureCVRDACIO

Fee0.90%0.79%

Cost on $10k a year$90$79

Yield7.50%0.40%

5 years, per year[…]+8.4%

3 years, per year+8.7%+15.3%

Worst drop · 1Y−5.7%−6.6%

Volatility · 1Y9.4%9.9%

3–2measures won
CVRD first

16.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CVRD, ACIO, SCHD

Today

16.5%most shared, CVRD and ACIO

CVRDACIOSCHD

CVRD—16.5%10.7%

ACIO16.5%—8.6%

SCHD10.7%8.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$660most kept, CVRD

CVRD$750 − $90 = $660

SCHD$298 − $6 = $292

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee